Through the 90-day period concluding February 19, 2026, New Mountain Finance's top three insider stakeholders include Director Steven B Klinsky (1.07Mn shares), Evp And Cao And Director Adam B. Weinstein (652.49K shares), Director Robert Hamwee (549.37K shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Steven B Klinsky | 1,074,363 | 18 Sep, 2025 | |
| Adam B. Weinstein | Evp And Cao And Director | 652,490 | 16 Sep, 2025 |
| Robert Hamwee | 549,373 | 04 Aug, 2023 | |
| John Kline | Ceo And President And And Director | 351,783 | 08 Nov, 2024 |
| David Ogens | 232,189 | 12 Aug, 2025 | |
| James Stone | Section 16 Officer | 129,670 | 15 Mar, 2023 |
| Rome G. Iii Arnold | 62,291 | 15 Mar, 2023 | |
| Laura Holson Boswerger | Coo And Cfo | 49,399 | 15 May, 2023 |
| Joseph Hartswell | Cco And Corporate Secretary | 10,143 | 20 May, 2022 |
| Shiraz Kajee | Chief Financial Officer | 10,000 | 18 May, 2022 |
| Kris Corbett | Cfo And Treasurer | 9,750 | 11 Aug, 2025 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 16 Sep, 2025 | Steven B Klinsky | Common Stock | A | 85,352 | $9.78 | 965,111 | I | P |
| 16 Sep, 2025 | Steven B Klinsky | Common Stock | A | 21,339 | $9.78 | 109,252 | D | P |
| 15 Sep, 2025 | Adam B. Weinstein | Common Stock | A | 49,750 | $10.03 | 652,490 | D | P |
| 11 Aug, 2025 | David Ogens | Common Stock | A | 4,000 | $10.26 | 12,000 | I | P |
| 11 Aug, 2025 | David Ogens | Common Stock | A | 4,000 | $10.22 | 16,000 | I | P |
| 11 Aug, 2025 | David Ogens | Common Stock | A | 18,000 | $10.23 | 216,189 | D | P |
| 07 Aug, 2025 | Kris Corbett | Common Stock | A | 750 | $10.14 | 9,750 | I | P |
| 07 Mar, 2025 | David Ogens | Common Stock | A | 5,000 | $11.30 | 194,020 | D | P |
| 06 Mar, 2025 | David Ogens | Common Stock | A | 5,000 | $11.32 | 189,020 | D | P |
| 05 Mar, 2025 | David Ogens | Common Stock | A | 5,000 | $11.31 | 184,020 | D | P |
| 04 Mar, 2025 | David Ogens | Common Stock | A | 5,000 | $11.44 | 179,020 | D | P |
| 17 Dec, 2024 | Steven B Klinsky | Common Stock | A | 24,093 | $11.28 | 955,195 | D | P |
| 17 Dec, 2024 | Steven B Klinsky | Common Stock | A | 48,187 | $11.28 | 943,772 | I | P |
| 16 Dec, 2024 | Steven B Klinsky | Common Stock | A | 30,484 | $11.74 | 889,195 | I | P |
| 16 Dec, 2024 | Steven B Klinsky | Common Stock | A | 60,967 | $11.74 | 1,020,267 | I | P |
| 13 Dec, 2024 | Steven B Klinsky | Common Stock | A | 6,034 | $11.74 | 919,679 | I | P |
| 13 Dec, 2024 | Steven B Klinsky | Common Stock | A | 3,017 | $11.74 | 955,195 | D | P |
| 12 Dec, 2024 | Steven B Klinsky | Common Stock | A | 6 | $11.74 | 880,293 | I | P |
| 12 Dec, 2024 | Steven B Klinsky | Common Stock | A | 11,771 | $11.74 | 1,020,267 | I | P |
| 11 Dec, 2024 | Steven B Klinsky | Common Stock | A | 6,607 | $11.74 | 955,195 | D | P |